Self-Paced Course
Advanced Excel Dashboard Design
Bring your data to life with dynamic, interactive Excel dashboards, and build 3 real-world projects from scratch
Course Description
This is a hands-on, project-based course designed to teach you key visualization and design principles, along with powerful techniques for creating dynamic, interactive Excel reports and dashboards.
We'll start by reviewing data visualization best practices, including tips for selecting the right visuals, eliminating clutter, focusing attention, and telling data-driven stories.
From there we'll introduce the dashboard design process, and share frameworks for defining clear objectives, identifying effective metrics and visual elements, and leveraging concepts like reading patterns and Gestalt principles to optimize layout and flow.
Throughout the course you'll practice applying these techniques to unique, real-world projects and scenarios. You'll design a custom visual for a music magazine, build a dashboard to help students research career paths, create a monthly report for regional managers at a toy company, and help a hotel chain bring their data and insights to life.
If you're ready to build the exact skills you need to create stunning, professional-quality dashboards in Excel, this is the course for you.
COURSE CURRICULUM:
- Course Structure & Outline
- DOWNLOAD: Course Resources
- Setting Expectations
- Intro
- Data Viz 101
- The 10-Second Rule
- The 3 Key Questions
- Essential Visuals
- Chart Formatting Tips
- Storytelling Tips
- Common Mistakes
- RECAP: Visualization Best Practices
- QUIZ: Data Viz Best Practices
- Project Brief
- Selecting an Effective Chart Type
- Creating the Chart in Excel
- Applying Chart Formatting
- Telling the Story
- Intro
- Dashboards 101
- Types of Dashboards
- Defining a Purpose
- Visual Elements
- Adding Context
- Dashboard Layouts
- RECAP: Dashboard Best Practices
- QUIZ: Dashboard Design Principles
- Project Brief
- Defining the Purpose & Visuals
- Preparing the Filters & Interactivity
- Using AVERAGEIFS for Conditional Calculations
- Creating a Bar Chart
- PRO TIP: Sorting Based on Formulas
- Creating a Donut Chart
- PRO TIP: Grouping Donut Slices
- Creating a Combo Chart
- PRO TIP: Splitting Combo Chart Elements
- Creating a Filled Map
- PRO TIP: Adding New Data with Data Types
- PRO TIP: Switching Between Series in a Map
- Setting Up the Dashboard Layout
- Using Color Strategically
- PRO TIP: Dynamically Highlighting Series
- PRO TIP: Inserting Form Controls
- Creating Custom Color Themes
- Protecting the Dashboard
- Project Brief
- Defining the Purpose & Visuals
- Preparing for Scale
- PRO TIP: Using Name Manager for Filter Values
- Calculating KPIs
- Applying Conditional Formatting Rules
- PRO TIP: Inserting Linked Pictures
- PRO TIP: Using Absolute Structured References
- Creating a Line Chart
- PRO TIP: Hiding Zero Values in a Line Chart
- Creating Complementary Bar Charts
- PRO TIP: Dynamically Sorting Data
- Creating Top/Bottom Tables
- Setting Up the Dashboard Layout
- Using Color Strategically
- Using Titles to Tell a Story
- Sharing the Dashboard Online
- PRO TIP: Formula Based Formatting
- Project Brief
- Understanding the Story
- Defining the Purpose & Visuals
- Visualizing Seasonality with a Combo Chart
- Contrasting Gains & Losses with a Column Chart
- PRO TIP: Conditional Custom Number Formats
- PRO TIP: Using Stacked Bars Instead of Pies
- PRO TIP: Visualizing Part of a PivotTable
- Setting Up the Dashboard Layout
- Using Text to Tell a Story
- PRO TIP: Saving the Dashboard as an Image
- Tips for Success
- Helpful Resources
- Course Feedback Survey
- Share the love!
- Next Steps
WHO SHOULD TAKE THIS COURSE?
Excel users looking to bring their data to life with dynamic, interactive reports and dashboards
Analysts, Data Scientists, or BI professionals who want to develop expert-level data visualization and design skills
Anyone who wants to learn how to tell clear and compelling stories with data
WHAT ARE THE COURSE REQUIREMENTS?
Microsoft Excel, ideally 2016+ or Office 365 for PC
Mac users are welcome to join, but may have difficulty following along
Start learning for FREE, no credit card required!
Every subscription includes access to the following course materials
- Interactive Project files
- Downloadable e-books
- Graded quizzes and assessments
- 1-on-1 Expert support
- 100% satisfaction guarantee
- Verified credentials & accredited badges
Ready to become a
data rockstar?
Start learning for free, no credit card required!